Work with Favourites

Adding a Favorite

Use the Search function to find and select the tag(s) of interest.
Set the time period for the chart by selecting the Time button.
Drag-and-drop the tag(s) to create a chart, table, or value card. You can multi-select several tags using the Ctrl or Shift keys.
Enter a meaningful title for this display by selecting on the title to open the Session Title field.

Note: The Historian Trend Client uses relative time. When the favorite is restored, it will use the time duration that was configured in the favorite such that the End time is NOW and the Start time is the time duration from the saved favorite. For example, if you set the time period to be 9am to 9pm, the system always displays the last 12 hours from the time that is NOW. The time is set relative to now and displays in UTC time.
Continue the session by building charts, tables, or value cards and adding tags.
When done with your session, select the Save button.
The Favorite Information window appears.
Keep the Session title as the default name of your Favorite, or enter a meaningful name and optional description.
Select Create to save the Favorite.
The Favorites pane displays the new Favorite.
Enter a meaningful title for this display by selecting on the title to open the title field.

Select on the Favorite to be deleted.

Note: All users with the same log-in name will share the same Favorites and have create/delete rights.
Select the down arrow beside the favorite and from the drop-down menu, select Delete.
The Delete confirmation message box appears and asks Are you sure you want to delete this Favorite?
Select Yes to delete the favorite.

Note: If you have deleted a Favorite and have not yet logged out and back into the application or refreshed your browser, you will not be able to use the same Favorite name until you do so.

Select on Export Favorites.
Your JSON file will be saved in your Downloads folder.
Note: The maximum number of supported Favorites is 100.

Open the Action menu for a single favorite and select on Export.
Your JSON file will be saved in your Downloads folder.

To import your favorites for a new user using the same Historian Trend Client but with different login credentials:
1. Copy (if necessary) the desired JSON file to that computer.
2. Login to the Historian Trend Client with that user???s credentials.
3. Select on Import Favorites, and browse to the location where the JSON file is stored.
4. Select the file by selecting on it and select Open > OK.
5. If the Import Favorites window pops up prompting you to select either Overwrite existing Favorites, or Import conflicting Favorites with new names, select your desired option and select Continue (or Clear to end the operation).
To import your favorites to a different Historian, you will need to edit the JSON file in your favorite editor (Notepad, for example) before importing it so that the tag names match those on the new Historian.
If you use the Historian machine name in the prefix but have a common naming convention for all similar tags, this can be a simple global search and replace operation. Once that is complete, follow the same steps as above.